Joel Isaacson & Co., LLC's ownership history for XLF

Joel Isaacson & Co., LLC currently holds 236.6K shares with a market value of $13.0M. It started holding XLF on 2024-09-30. At its peak, it held 238.6K shares on 2025-09-30. Its highest holding value was $13.0M on 2025-12-31. At its lowest, it held 171.0K shares on 2024-09-30, with a value of $7.8M on 2024-09-30. In the recent 180 days, Joel Isaacson & Co., LLC has decreased its shares by 416. In the recent year, Joel Isaacson & Co., LLC has increased its shares by 39.8K.